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Axiom Advisory’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Axiom Advisory’s Portfolio TLH Stock Details TLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$5.18M Buy
48,320
+755
+2% +$80.9K 0.05% 58
2024
Q2 		$4.84M Buy
+47,565
New +$4.84M 0.05% 59

Other funds holding TLH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Axiom Advisory's TLH Position: Q3 2024 in Review

Axiom Advisory increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 1.6% in Q3 2024, buying an estimated $80.9K and bringing the position to 48,320 shares worth $5.18M. The position accounts for 0.05% of the portfolio, ranked #58.

Axiom Advisory first reported a position in TLH in Q2 2024 and has held it in 2 quarters since. 478 funds tracked by Wall St. Rank hold TLH as of Q3 2024.

  • Axiom Advisory held 48,320 shares of iShares 10-20 Year Treasury Bond ETF worth $5.18M as of Q3 2024.
  • Axiom Advisory bought 755 iShares 10-20 Year Treasury Bond ETF shares in Q3 2024, an estimated $80.9K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.05% of Axiom Advisory's portfolio in Q3 2024, its #58 holding.
  • Axiom Advisory first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.